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FinListics ClientIQ Reviews & Product Details - Page 12

FinListics ClientIQ Overview

What is FinListics ClientIQ?

Clients expect more from sales teams than ever before. With B2B deals now involving upward of 10 decision-makers, each looking to understand the financial and business impact of any partnership, traditional sales approaches are no longer productive. This is where FinListics Solutions Insight-Led Selling® approach gets involved. FinListics Solutions’ proprietary platform, ClientIQ, empowers sales teams to gain critical insights into their prospects and clients, understand their competitive environments and align their solutions in a meaningful way, all from an easy to use and interactive platform. Our comprehensive analysis compiles and organizes critical financial data in real-time, including peer comparisons, KPIs, segment analyses, and more. These insights give sellers the edge to identify opportunities through company and industry-specific insights, elevate conversations, and get meetings at higher levels to close deals faster. Thanks to FinListics Solutions’ Client IQ, sales can effectively reduce the research burden and focus on what matters most: improving top-of-funnel conversion rates.

FinListics ClientIQ Details
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Product Description

FinListics ClientIQ provides the company and industry-specific insights required to identify opportunities and call higher. With FinListics ClientIQ, you instantly have the facts, figures, and peer comparison information that you need to speak the language of your buyers and close more deals, faster.


Seller Details
HQ Location
Alpharetta, GA
Twitter
@finlistics
558 Twitter followers
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®

MW
Overview Provided by:

Recent FinListics ClientIQ Reviews

Fabrizio C.
FC
Fabrizio C.Enterprise (> 1000 emp.)
4.0 out of 5
"Very useful tool"
I mostly like tips for Sales Intelligence
RV
Ross V.Enterprise (> 1000 emp.)
5.0 out of 5
"A Tremendous Resource and Research Aide"
Ease of use and access to financial data. Easy and quick time saving research. The Value Modeler component is a life saver in building business c...
Andrew J.
AJ
Andrew J.Enterprise (> 1000 emp.)
3.5 out of 5
"Finlistics - Account Manager Usage"
The ability to quickly pull financial reporting and put it into plain text, such that someone without a finance background can understand, is benef...

FinListics ClientIQ Pricing

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FinListics ClientIQ Media

FinListics ClientIQ Demo - ClientIQ Business Performance Highlights
ClientIQ instantly offers financial performance over time, relative to stop competitors, and compared to the industry for all financial metrics.
FinListics ClientIQ Demo - ClientIQ Performance Improvement Opportunities
ClientIQ identifies areas of financial opportunity by understanding those operational KPIs that would have the greatest impact on performance improvement. The customization option allows you to add your solutions and map the appropriate operational KPIs by industry.
FinListics ClientIQ Demo - ClientIQ Industry Goals
ClientIQ provides industry blueprints for more than 30+ industries. Use them to learn critical goals, initiatives, which business units are involved, and how they are measured.
FinListics ClientIQ Demo - ClientIQ Questions
ClientIQ includes opening questions and conversation starters per line of business. The customization option allows you to add additional questions and remove questions that aren't relevant to your solution.
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Video Reviews

151 FinListics ClientIQ Reviews

4.5 out of 5
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151 FinListics ClientIQ Reviews
4.5 out of 5
151 FinListics ClientIQ Reviews
4.5 out of 5

Overall Review Sentiment for FinListics ClientIQQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Information Technology and Services
UI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about FinListics ClientIQ?

I like the thoroughness of FinListics reports, and ability to contrast with peer groups and hand-selected peers. The report is thorough / quite comprehensive. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Visual style is cluttered - needs cleanup and modernization/ simplification.

I often want to pull these things into other analysis - and would be very helpful if there were a python API and excel export, with a clean and simple format (one field name: one value or paragraph).

I also often need to run a large number of reports against a set list of client names, which we currently have to don one at a time manually. It would be very helpful to be able to input a list, and get all the results back in a zip file - also getting the python API / excel for this scenario. Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

My teams use these reports to identify potential client prospects based on their metrics or news that his relevant to their company.

My teams use these to drive business case calculations for specific solutions, based on the public data available in FinListics.

My teams use these to be more informed when doing client research, before in-person client meetings or calls. Review collected by and hosted on G2.com.

TJ
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

The data is organized logically, the options are robust and the sales staff is excellent. ( personable, knowledgeable, detail oriented) Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

There isn't anything that I dislike about them. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

An excellent company. High standards, strong leadership and have remained relevant. Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

1. Very effective and efficient call preparation.

2. Determine potential client pain points and ways to discuss them with the key contacts.

3. Very robust territory prospecting and planning options. Review collected by and hosted on G2.com.

Verified User in Computer Software
CC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

Company and industry overviews are good. Setting a quarterly update is a great way to keep up to date on a company.

Poet of one calcs are helpful and save time Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Granularity on large businesses is not good - if you want details of a particular business unit within a division it’s often not available.

There are lots of privately owned businesses or ones owned by PE businesses that you can’t get data for. If it’s only organisational or high level turnover info etc it would be better than nothing Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

Finding some business benefits and ROI targets.

Insights into industry drivers and challenges Review collected by and hosted on G2.com.

Verified User in Machinery
UM
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

Financial review of the account and also created a ROI model which was helpful as well Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Nothing to dislike. I have no complaints about the product. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

Not really. But it is a good product to back up your sales effort Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

Trying to be as educated about the customers business drivers as possible and quantify my solution in their terms. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security
UC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about FinListics ClientIQ?

I like the fact that I can get enough data to tell a story. that story dictates many things on how to proceed, whether it is a selling motion, or maintaining the business. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Sometimes, too much data can be too granular, and it takes away from that story telling. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

I think knowledge and data is power in this digital age. if you want power, start using Finlistics. Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

I am looking for the client's usage of the solution sold to them. if you know usage, you can get an idea about the client's loyalty to you. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
CI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

Detailed financial report and company performance. Comparison with other companies. At least reduce time to explore from various sources. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

peer analysis table should can be adjusted to make easy to read. sometime difficult to be read. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

sales person need to use this app when analyze one prospect Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

Customer performance, mainly financial performance Review collected by and hosted on G2.com.

Kevin D.
KD
Regional Sales Manager OKAR Select
Telecommunications
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

Concise Data on Customer Financials for improving conversations with clients. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Not sure I can name something that is a real dislike. I find most of the information relevant Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

We manage a variety of customers and keeping current on customer's needs are critical Review collected by and hosted on G2.com.

JM
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

The information is complete and gives an important insight a out companies Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Se have a lot of Spanish customers but will be good to have more Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

A complete finánciale information about customers to have a better idea of the posición. In industry and Market Review collected by and hosted on G2.com.

Ki Suk K.
KK
Senior Client Executive
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FinListics ClientIQ?

Providing drivers, comparing data and comments against peers and industry. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

Not much local peers from systems. Global leading peers are good but sometimes they're too good scores to compare my customer. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

If you don't experience this kind of reporting service, you have to have. Your insight and conversation will change dramatically. You can be better than before and any other competitors... you customer think you have better understanding. Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

Drivers what my customer think important and how they impact on their financial statements... Review collected by and hosted on G2.com.

Verified User in Computer Software
CC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about FinListics ClientIQ?

Finlistics is a useful too for getting financial information on listed companies and more insight information such as inventory stocks, cashflow etc. I have used it for more than 10 years and it is really useful. Review collected by and hosted on G2.com.

What do you dislike about FinListics ClientIQ?

It is useful tool but still lacks more in depth information of a company such as inventory holding costs (can only estimate), procurement costs, material costs (only COGS is given) etc. Would hope they can give more such detailed information. Review collected by and hosted on G2.com.

Recommendations to others considering FinListics ClientIQ:

Those who are into financial analysis of listed companies globally Review collected by and hosted on G2.com.

What problems is FinListics ClientIQ solving and how is that benefiting you?

We use it to calculate the supply chain problems of a client and use it to estimate the ROI if they use a solution to solve some of its problems. Review collected by and hosted on G2.com.